Add a new field to invoice in sage x3
To add a new field to an invoice in Sage X3, you'll need to follow these steps:
Prerequisites:
- You have a basic understanding of Sage X3 and its navigation.
- You have the necessary permissions to modify the system (e.g., System Administrator or Developer role).
Step 1: Identify the Invoice Table
In Sage X3, navigate to the "Tables" menu and search for "INVOICE". This will take you to the "INVOICE" table.
Step 2: Create a New Field
Click on the "Fields" button on the top-right corner of the screen. This will open the "Fields" window.
- Click on the "New" button to create a new field.
- Enter a name for the new field (e.g., "New Field 1").
- Choose the data type for the new field (e.g., Character, Numeric, Date, etc.).
- Set the length or precision for the new field (if applicable).
- Click "OK" to create the new field.
Step 3: Add the New Field to the Invoice Table
- Go back to the "INVOICE" table.
- Click on the "Fields" button again.
- In the "Fields" window, select the new field you created (e.g., "New Field 1").
- Click the "Add" button to add the new field to the "INVOICE" table.
Step 4: Configure the New Field
- In the "INVOICE" table, click on the "Edit" button next to the new field (e.g., "New Field 1").
- Configure the field settings as needed (e.g., default value, validation rules, etc.).
- Click "OK" to save the changes.
Step 5: Test the New Field
- Create a new invoice or edit an existing one.
- Verify that the new field is displayed and can be populated with data.
Additional Tips:
- Make sure to save your changes regularly to avoid losing your work.
- If you're not familiar with Sage X3's table structure or field configuration, it's recommended to consult the Sage X3 documentation or seek assistance from a Sage X3 expert.
- Depending on your specific requirements, you may need to perform additional steps, such as updating reports or forms, to reflect the new field.
By following these steps, you should be able to add a new field to an invoice in Sage X3. If you encounter any issues or have further questions, feel free to ask!